First seen by DFX
Sep 12, 2026
date not stated
XY Planning Network, Inc. files Form 13F (non_adviser_filer, $573,799,381 in 248 positions)
First seen by DFX
Sep 12, 2026
date not stated
XY Planning Network, Inc.: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as a public company or corporate treasury by name)
XY Planning Network, Inc. reported $626,029,112 across 273 13(f) positions for the quarter ended 2026-03-31
XY Planning Network, Inc. increased Ishares Inc 15,463 -> 19,898 shares ($1,598,441 -> $2,031,836)
XY Planning Network, Inc. increased Vanguard Intl Equity Index F 27,941 -> 35,954 shares ($3,941,357 -> $5,022,414)
XY Planning Network, Inc. increased American Centy Etf Tr 22,985 -> 36,975 shares ($1,770,305 -> $3,005,331)
XY Planning Network, Inc. increased Ishares Tr 24,142 -> 30,372 shares ($2,975,692 -> $3,480,884)
XY Planning Network, Inc. reduced Dimensional Etf Trust 74,951 -> 5,208 shares ($3,593,933 -> $249,290)
XY Planning Network, Inc. increased EA Series Trust 2,813 -> 20,145 shares ($323,776 -> $2,341,050)
XY Planning Network, Inc. increased Ishares Tr 14,819 -> 19,384 shares ($3,142,629 -> $4,099,527)
XY Planning Network, Inc. increased Angel Oak Funds Trust 46,993 -> 63,626 shares ($2,403,448 -> $3,247,363)
XY Planning Network, Inc. increased Ishares Tr 29,218 -> 49,250 shares ($2,932,903 -> $4,944,208)
XY Planning Network, Inc. increased Blackrock Etf Trust 61,222 -> 77,457 shares ($3,722,910 -> $4,549,021)
XY Planning Network, Inc. increased Spdr Series Trust 41,795 -> 58,869 shares ($3,352,783 -> $4,540,013)
XY Planning Network, Inc. increased Vanguard Bd Index Fds 51,465 -> 64,735 shares ($2,565,035 -> $3,211,520)
XY Planning Network, Inc. reported $573,799,381 across 248 13(f) positions for the quarter ended 2025-12-31
XY Planning Network, Inc. increased Nvidia Corporation 15,505 -> 35,735 shares ($2,449,626 -> $6,664,571)
XY Planning Network, Inc. opened a $2,144,302 position in Ishares Tr (10,796 shares)
XY Planning Network, Inc. opened a $2,132,379 position in Ishares Tr (41,926 shares)
XY Planning Network, Inc. opened a $2,975,692 position in Ishares Tr (24,142 shares)
XY Planning Network, Inc. opened a $3,546,151 position in Invesco Exchange Traded Fd T (47,251 shares)
XY Planning Network, Inc. opened a $3,037,228 position in Fidelity Merrimack Str Tr (65,969 shares)
XY Planning Network, Inc. reduced Dimensional Etf Trust 81,282 -> 58,971 shares ($2,674,990 -> $2,240,897)
XY Planning Network, Inc. opened a $3,722,910 position in Blackrock Etf Trust (61,222 shares)
XY Planning Network, Inc. increased Vanguard Bd Index Fds 14,156 -> 51,465 shares ($705,889 -> $2,565,035)
XY Planning Network, Inc. opened a $2,209,854 position in Ishares Tr (30,946 shares)
XY Planning Network, Inc. reduced Vaneck Etf Trust 34,696 -> 21,650 shares ($3,254,138 -> $2,242,074)
XY Planning Network, Inc. opened a $2,281,862 position in Schwab Strategic Tr (93,634 shares)
XY Planning Network, Inc. increased Vanguard Tax-Managed Fds 133,205 -> 251,855 shares ($7,594,002 -> $15,733,404)
XY Planning Network, Inc. increased Pimco Etf Tr 143,504 -> 187,252 shares ($7,370,388 -> $9,813,870)
XY Planning Network, Inc. increased Vanguard Star Fds 55,998 -> 138,955 shares ($3,868,876 -> $10,482,798)
XY Planning Network, Inc. increased Schwab Strategic Tr 15,122 -> 105,123 shares ($334,196 -> $2,527,155)
XY Planning Network, Inc. increased Schwab Strategic Tr 49,563 -> 89,258 shares ($1,313,411 -> $2,448,341)
XY Planning Network, Inc. increased Spdr Series Trust 30,903 -> 105,459 shares ($1,316,465 -> $4,941,796)
XY Planning Network, Inc. increased Spdr Series Trust 82,593 -> 167,277 shares ($4,491,397 -> $9,686,978)
XY Planning Network, Inc. increased Spdr Series Trust 24,559 -> 188,809 shares ($706,562 -> $5,445,240)
XY Planning Network, Inc. opened a $4,635,230 position in Schwab Strategic Tr (198,341 shares)
XY Planning Network, Inc. increased Vanguard Malvern Fds 82,976 -> 143,100 shares ($4,171,229 -> $7,077,684)
XY Planning Network, Inc. opened a $3,352,783 position in Spdr Series Trust (41,795 shares)
XY Planning Network, Inc. opened a $3,461,311 position in Spdr Series Trust (32,440 shares)